BlackRock Credit Allocation Income Trust
BTZ- Exchange
- NYSE
- SEC CIK
- 0001379384
No open-market purchases or sales by BlackRock Credit Allocation Income Trust insiders were filed in the last 90 days; 156 institutions reported holding it in 13F filings for Q2 2026, worth $354.0M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in BlackRock Credit Allocation Income Trust as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 144
- −1 vs. Q1 2025
- Shares held
- 33.6M
- +300.4K (+0.9%) vs. Q1 2025
- Total value
- $367.1M
- +$9.99M (+2.8%) vs. Q1 2025
- New holders
- 15
- 39 more added
- Sold out
- 16
- 50 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BTZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 156 | $354.0M |
| Q1 2026 | 155 | $344.7M |
| Q4 2025 | 156 | $370.0M |
| Q3 2025 | 151 | $367.4M |
| Q2 2025 | 144 | $367.1M |
| Q1 2025 | 146 | $357.2M |
| Q4 2024 | 157 | $344.7M |
| Q3 2024 | 136 | $354.8M |
| Q2 2024 | 140 | $357.9M |
| Q1 2024 | 141 | $356.2M |
| Q4 2023 | 150 | $353.6M |
| Q3 2023 | 134 | $318.2M |
| Q2 2023 | 140 | $333.8M |
| Q1 2023 | 138 | $331.1M |
| Q4 2022 | 151 | $332.5M |
| Q3 2022 | 149 | $315.1M |
| Q2 2022 | 147 | $356.8M |
| Q1 2022 | 137 | $396.9M |
| Q4 2021 | 138 | $462.9M |
| Q3 2021 | 136 | $480.8M |
| Q2 2021 | 136 | $499.8M |
| Q1 2021 | 134 | $489.3M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Shulman DeMeo Asset Management LLC | 54,367 | $593.7K | 0.15% | −1,290−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 55,987 | $611.4K | 0.00% | −3,610−6.1% | Reduced |
| Chicago Partners Investment Group LLC | 57,056 | $625.9K | 0.02% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 65,486 | $715.1K | 0.01% | +2,218+3.5% | Added |
| Johnson Financial Group, Inc. | 68,000 | $742.6K | 0.03% | −12,195−15.2% | Reduced |
| Colony Group, LLC | 74,498 | $813.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 75,647 | $826.1K | 0.00% | +361+0.5% | Added |
| EP Wealth Advisors, LLC | 79,470 | $867.8K | 0.01% | −4,718−5.6% | Reduced |
| Stolper Co | 80,493 | $879.0K | 0.29% | +4,944+6.5% | Added |
| Principal Securities, Inc. | 81,108 | $885.7K | 0.02% | −29,395−26.6% | Reduced |
| First Trust Advisors LP | 88,168 | $962.8K | 0.00% | +3,052+3.6% | Added |
| Rockefeller Capital Management L.P. | 88,322 | $964.5K | 0.00% | +4,158+4.9% | Added |
| Lido Advisors, LLC | 90,002 | $982.8K | 0.01% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 97,838 | $1.07M | 0.10% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 114,752 | $1.25M | 0.13% | +1,196+1.1% | Added |
| Private Trust Co NA | 119,849 | $1.31M | 0.12% | −3,976−3.2% | Reduced |
| Karpus Management, Inc. | 126,780 | $1.38M | 0.04% | −36,359−22.3% | Reduced |
| Waterfront Wealth Inc. | 129,990 | $1.42M | 0.32% | −3,120−2.3% | Reduced |
| Rareview Capital LLC | 159,518 | $1.74M | 1.10% | +5,470+3.6% | Added |
| Cetera Investment Advisers | 163,129 | $1.78M | 0.00% | +74,266+83.6% | Added |
| Cary Street Partners Financial LLC | 167,502 | $1.83M | 0.05% | +167,502 | New |
| Fiera Capital Corp | 170,957 | $1.87M | 0.01% | −3,546−2.0% | Reduced |
| D.A. Davidson & Co. | 226,837 | $2.48M | 0.02% | +2,489+1.1% | Added |
| Ameriprise Financial Inc | 227,263 | $2.48M | 0.00% | +1,644+0.7% | Added |
| Thrivent Financial for Lutherans | 237,111 | $2.59M | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 246,064 | $2.69M | 0.02% | +40,597+19.8% | Added |
| Edgemoor Investment Advisors, Inc. | 266,474 | $2.91M | 0.25% | −2,021−0.8% | Reduced |
| Smith Asset Management Co., LLC | 294,548 | $3.22M | 2.78% | −3,284−1.1% | Reduced |
| Cohen & Steers, Inc. | 331,022 | $3.62M | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 351,042 | $3.83M | 0.07% | −1,752−0.5% | Reduced |
| Penserra Capital Management LLC | 491,558 | $5.37M | 0.07% | +14,529+3.0% | Added |
| UBS Group AG | 563,792 | $6.16M | 0.00% | +61,337+12.2% | Added |
| Sowell Financial Services LLC | 661,541 | $7.22M | 0.29% | +3100.0% | Added |
| LPL Financial LLC | 671,953 | $7.34M | 0.00% | −281,679−29.5% | Reduced |
| Royal Bank of Canada | 872,075 | $9.52M | 0.00% | −17,046−1.9% | Reduced |
| Capital Investment Advisors, LLC | 974,134 | $10.6M | 0.19% | −46,053−4.5% | Reduced |
| Wells Fargo & Company | 1,049,646 | $11.5M | 0.00% | +14,786+1.4% | Added |
| Invesco Ltd. | 1,260,485 | $13.8M | 0.00% | −5,448−0.4% | Reduced |
| Raymond James Financial Inc | 1,483,929 | $16.2M | 0.01% | +117,660+8.6% | Added |
| Guggenheim Capital LLC | 1,739,889 | $19.0M | 0.15% | +110,656+6.8% | Added |
| Allspring Global Investments Holdings, LLC | 2,117,805 | $23.1M | 0.04% | −368,600−14.8% | Reduced |
| Bank of America Corp | 4,571,453 | $49.9M | 0.00% | +742,650+19.4% | Added |
| Morgan Stanley | 5,348,264 | $58.4M | 0.00% | +56,858+1.1% | Added |
| Sit Investment Associates Inc | 5,770,839 | $63.0M | 1.35% | +189,672+3.4% | Added |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −83,501−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −46,078−100.0% | Sold out |
| Generation Capital Management LLC | 0 | $0 | 0.00% | −42,500−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −29,467−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −17,799−100.0% | Sold out |
| Cutter & CO Brokerage, Inc. | 0 | $0 | 0.00% | −14,801−100.0% | Sold out |
| Argentarii, LLC | 0 | $0 | 0.00% | −10,324−100.0% | Sold out |
| Lokken Investment Group LLC | 0 | $0 | 0.00% | −10,297−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −9,584−100.0% | Sold out |
| Greykasell Wealth Strategies, Inc. | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −351−100.0% | Sold out |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Noble Wealth Management PBC | – | – | – | – | Not filed |